CASE STUDY

Lili’uokalani Trust

As part of the 10-year strategic digital transformation goal, a private operating foundation, partnered with TGR to review its end of life SAGE accounting system, current processes, and future growth to capture requirements for an ERP selection.

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INDUSTRY

Foundation

ANNUAL REVENUE

$19M

COMPANY SIZE

240

KEY ACTIONS TAKEN

  • Used a workshop-based approach across 7 departments & teams
  • Identified critical system requirements (“Big Rocks”) to prioritize functionalities
  • Summarized core requirements list ranked based on strategic priorities
  • Provided a list of 5 solution recommendations and rough order of magnitude costs based on core requirements and priorities
  • Created 10 demonstration scenarios based Big Rock requirements

PROJECT OUTCOMES

  • Reduced friction internally by aligning on the needs of the organization between departments
  • Surfaced disparate requirements for discussion and prioritization
  • Shortened the time to select the tool through final deliverables

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